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Congress Asset Management’s Independence Realty Trust IRT Stock Holding History

Congress Asset Management’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.7M Buy
1,216,370
+214,192
+21% +$3.48M 0.11% 163
2026
Q2 		$16.7M Buy
1,002,178
+857,281
+592% +$13.9M 0.1% 163
2026
Q1 		$2.16M Buy
144,897
+20,315
+16% +$334K 0.02% 299
2025
Q4 		$2.18M Sell
124,582
-10,530
-8% -$175K 0.02% 278
2025
Q3 		$2.21M Buy
135,112
+957
+0.7% +$16.6K 0.01% 277
2025
Q2 		$2.37M Sell
134,155
-94
-0.1% -$1.76K 0.02% 273
2025
Q1 		$2.85M Sell
134,249
-627
-0.5% -$12.6K 0.02% 254
2024
Q4 		$2.68M Buy
134,876
+5,998
+5% +$122K 0.02% 268
2024
Q3 		$2.64M Sell
128,878
-1,237
-1% -$24.4K 0.02% 260
2024
Q2 		$2.44M Sell
130,115
-1,622
-1% -$27.1K 0.02% 268
2024
Q1 		$2.12M Buy
131,737
+1,722
+1% +$26.3K 0.02% 273
2023
Q4 		$1.99M Buy
130,015
+462
+0.4% +$6.4K 0.02% 292
2023
Q3 		$1.82M Buy
129,553
+179
+0.1% +$2.95K 0.02% 283
2023
Q2 		$2.36M Buy
129,374
+1,437
+1% +$24.5K 0.02% 272
2023
Q1 		$2.05M Buy
127,937
+12,694
+11% +$222K 0.02% 280
2022
Q4 		$1.94M Sell
115,243
-4,165
-3% -$70.5K 0.02% 286
2022
Q3 		$2M Buy
119,408
+1,471
+1% +$29.8K 0.02% 271
2022
Q2 		$2.44M Buy
117,937
+919
+0.8% +$22.1K 0.02% 261
2022
Q1 		$3.09M Buy
117,018
+8,688
+8% +$213K 0.03% 260
2021
Q4 		$2.8M Buy
108,330
+34
+0% +$805 0.02% 257
2021
Q3 		$2.2M Buy
108,296
+234
+0.2% +$4.65K 0.02% 258
2021
Q2 		$1.97M Buy
108,062
+16,387
+18% +$278K 0.02% 270
2021
Q1 		$1.39M Buy
91,675
+9,980
+12% +$142K 0.01% 281
2020
Q4 		$1.1M Sell
81,695
-615
-0.7% -$7.86K 0.01% 274
2020
Q3 		$954K Sell
82,310
-55,590
-40% -$637K 0.01% 263
2020
Q2 		$1.58M Buy
137,900
+2,875
+2% +$28.7K 0.02% 240
2020
Q1 		$1.21M Sell
135,025
-5,425
-4% -$73.3K 0.02% 242
2019
Q4 		$1.98M Sell
140,450
-38,875
-22% -$566K 0.02% 254
2019
Q3 		$2.57M Sell
179,325
-18,065
-9% -$238K 0.03% 247
2019
Q2 		$2.28M Hold
197,390
– – 0.03% 260
2019
Q1 		$2.13M Buy
+197,390
New +$2.03M 0.03% 265

Other funds holding IRT

GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Congress Asset Management's IRT Position: Q3 2026 in Review

Congress Asset Management increased its Independence Realty Trust (IRT) stake by 21% in Q3 2026, buying an estimated $3.48M and bringing the position to 1,216,370 shares worth $17.7M. The position accounts for 0.11% of the portfolio, ranked #163.

Congress Asset Management first reported a position in IRT in Q1 2019 and has held it in 31 quarters since. 12 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

  • Congress Asset Management held 1,216,370 shares of Independence Realty Trust worth $17.7M as of Q3 2026.
  • Congress Asset Management bought 214,192 Independence Realty Trust shares in Q3 2026, an estimated $3.48M.
  • Independence Realty Trust made up 0.11% of Congress Asset Management's portfolio in Q3 2026, its #163 holding.
  • Congress Asset Management first reported a position in Independence Realty Trust in Q1 2019 and has held it in 31 quarters since.
  • 12 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.